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MarketWise

42 hedge funds and large institutions have $13.8M invested in MarketWise in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-19
Holders Change %
-31.15%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
10
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
1
Barclays
United Kingdom
$2.95M +$1.67M +84,629 +131%
BlackRock
2
BlackRock
New York
$2.47M -$188K -9,482 -7%
PM
3
Phraction Management
Connecticut
$2.22M +$1.95M +98,316 +715%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.45M +$21.4K +1,080 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$979K +$64.2K +3,245 +7%
State Street
6
State Street
Massachusetts
$542K +$15.9K +804 +3%
RA
7
Royce & Associates
New York
$495K
FAM
8
Formidable Asset Management
Ohio
$386K +$340K +181,980 +740%
Renaissance Technologies
9
Renaissance Technologies
New York
$366K +$13K +659 +4%
GCP
10
GSA Capital Partners
United Kingdom
$348K +$3.09K +156 +0.9%
Northern Trust
11
Northern Trust
Illinois
$276K +$10.5K +532 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$226K +$226K +11,438 New
AQR Capital Management
13
AQR Capital Management
Connecticut
$223K +$103K +5,210 +86%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$149K +$144K +7,276 +2,982%
Morgan Stanley
15
Morgan Stanley
New York
$127K +$36.7K +1,855 +41%
UBS Group
16
UBS Group
Switzerland
$87.2K +$23.2K +1,172 +36%
Deutsche Bank
17
Deutsche Bank
Germany
$64.5K +$64.5K +3,260 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$61.9K +$16.4K +830 +36%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$53.1K +$10.8K +545 +26%
Bank of America
20
Bank of America
North Carolina
$50.9K +$30.6K +1,544 +150%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$50.7K -$28.6K -1,446 -36%
TRCT
22
Tower Research Capital (TRC)
New York
$41.5K +$23K +1,161 +124%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$27.9K +$27.9K +1,408 New
Wells Fargo
24
Wells Fargo
California
$27.7K +$4.81K +243 +21%
Citigroup
25
Citigroup
New York
$18.5K -$10.1K -512 -35%